What Couch Investor said in this video:
- Market Breadthneutralshort-termWith 42 semiconductor stocks down 40% or more from 52-week highs, the host calls this a correction, perhaps a needed one, while cautioning that not all of these names are suddenly cheap.Source
- INTCbearishmid-termThe host views Intel's 56% drawdown as justified, saying the stock should not have run up as much as it did.Source
- AMDbullishlong-termAMD beat on revenue and guidance with over 80% growth guided for next fiscal year and data center exceeding 80% of revenue; the host keeps his large position but is not buying back, preferring other names on risk-reward.Source
- AVGObullishmid-termThe host notes Broadcom remains cheaper than most companies on valuation, making it a more interesting alternative to adding AMD.Source
- GOOGLbullishmid-termThe host calls Google cheap, up nearly 5% on the day, and still building data centers like the other hyperscalers.Source
- NVDAbullishmid-termThe host calls NVIDIA cheap and notes management expects at least 70% growth next fiscal year on a very large base, with no signs of slowdown.Source
- METAbullishmid-termThe host calls Meta cheap alongside Google, noting it too keeps building data centers despite the sector selloff.Source
- NBISbullishmid-termThe host is still extremely bullish on Nebius, expecting a very good report and guidance next week with a 2027 ARR figure that could surprise the market, though GPU pricing may shift.Source